KBWBvsIYRETF Comparison
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Invesco KBW Bank ETF (KBWB) belongs to the US Financials segment. iShares U.S. Real Estate ETF (IYR) is part of the US Real Estate segment. KBWB's top 1 sector exposures are Finance. In contrast, IYR's top sector exposures are Finance, Technology and Non-Corporate. KBWB is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.37% for IYR. KBWB is up 7.47% year-to-date (YTD) with +$548M in YTD flows. IYR performs worse with 5.17% YTD performance, and -$561M in YTD flows. Run a side-by-side ETF comparison of KBWB and IYR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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KBWB vs IYR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KBWB IYR | +0.52%+1.13% | -7.67%-8.59% | +7.47%+5.17% | +18.26%+3.36% | +156.64%+41.50% | +41.88%+0.10% |
| Flows | KBWB IYR | +$447M-$268M | +$444M-$512M | +$548M-$561M | +$326M+$259M | +$3.36B+$862M | +$2.53B-$2.01B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KBWB IYR | +17.05%+12.63% | +19.92%+14.01% | +23.29%+16.38% | +26.08%+18.81% |
| Max drawdown | KBWB IYR | -13.82%-11.77% | -16.41%-11.77% | -25.42%-16.75% | -49.65%-33.67% |
| Max drawdown duration | KBWB IYR | 73d92d | 114d92d | 141d514d | 1043d1621d |
Trading data
KBWB | IYR | |
Last sale 10/29/2026 at 1:30 PM | $90.10 | $99.47 |
| Previous close 10/28/2026 | $89.16 | $97.29 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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KBWB | IYR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
KBWB | IYR | |
|---|---|---|
| Last price | $90.10 | $99.47 |
| 1D performance | +1.05% | +2.24% |
| AuM | $6.71 B | $3.91 B |
| E/R | 0.35% | 0.37% |
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Exposure
Countries
KBWB
USA
99.98%
Other
0.02%
IYR
USA
99.95%
Other
0.05%
Sectors
KBWB
Finance
99.98%
Other
0.02%
IYR
Finance
98.31%
Other
1.69%
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Diversification
KBWB
Total weight of top 15 holdings out of 15
80.42%
IYR
Total weight of top 15 holdings out of 15
65.43%
Top 15 holdings
Data as of August 31, 2026
KBWB
Bank of America Corp.
8.61%
JPMorgan Chase & Co.
8.60%
Wells Fargo & Co.
7.96%
Morgan Stanley
7.50%
The Goldman Sachs Group, Inc.
7.37%
State Street Corp.
4.51%
The Bank of New York Mellon Corp.
4.23%
Capital One Financial Corp.
4.19%
U.S. Bancorp
4.13%
The PNC Financial Services Group, Inc.
4.00%
Fifth Third Bancorp
3.99%
M&T Bank Corp.
3.88%
Citigroup, Inc.
3.83%
Northern Trust Corp.
3.82%
Truist Financial Corp.
3.79%
IYR
Welltower, Inc.
11.22%
Prologis, Inc.
9.13%
Digital Realty Trust, Inc.
4.75%
Equinix, Inc.
4.55%
Simon Property Group, Inc.
4.51%
Realty Income Corp.
4.21%
American Tower Corp.
4.12%
Public Storage
3.79%
Equity Residential
3.51%
Ventas, Inc.
3.26%
CBRE Group, Inc.
3.14%
Iron Mountain, Inc.
2.53%
Crown Castle, Inc.
2.45%
Extra Space Storage, Inc.
2.19%
VICI Properties, Inc.
2.06%
Frequently asked questions about KBWB and IYR
How have the KBWB and IYR ETFs performed in 2026?
As of October 28, 2026, KBWB is up 7.47% year-to-date (YTD), while IYR has returned 5.17%. That puts KBWB better performer ahead so far this year.
Which ETF is attracting more investor money: KBWB or IYR?
Year-to-date, the KBWB ETF saw +$548M in flows, compared to -$561M for IYR.
Which ETF is more volatile: KBWB or IYR?
Over the past year, KBWB had a volatility of 19.92%, while IYR experienced 14.01%.
Which ETF is bigger: KBWB or IYR?
As of October 28, 2026, KBWB holds $6.71 B in assets under management (AUM), while IYR manages $3.91 B.
What sectors do the KBWB and IYR ETFs invest in?
KBWB leans toward sectors like Finance. Meanwhile, IYR focuses on Finance.
What are the top holdings of the KBWB ETF and IYR ETF?
KBWB top holdings include Bank of America Corp., JPMorgan Chase & Co. and Wells Fargo & Co.. IYR holds in its top three: Welltower, Inc., Prologis, Inc. and Digital Realty Trust, Inc..
Which ETF is more diversified: KBWB or IYR?
KBWB holds 24 securities with 80.42% of its assets in the top 15. IYR has 61 securities and a top 15 weight of 65.43%.
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Latest news about KBWB & IYR
Exploring Sector Rotation: Value vs. Growth
August 5, 2024
IYR
Real Estate Sector Declines on Fed Minutes
May 27, 2024
IYR
Real Estate ETFs Hit Again by the Rise in Treasury Yields
April 15, 2024
IYR
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Financials Gain Momentum
March 25, 2024
KBWB
Financials Gain Momentum
March 25, 2024
KBWB
Real Estate Sector Hit by Stronger-Than-Expected Inflation Data
March 19, 2024
IYR
Regional Bank Stocks Bounce Back After a Tough Start to the Year
March 11, 2024
KBWB
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